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How does TaxDome compare with ShareFile?

TaxDome is the practice management software for tax, bookkeeping and accounting firms. An important part of our product offering is secure document storage. Because document storage and exchange is something that most firms start using as a “super basic client portal,” we are sometimes asked, “How does TaxDome compare with ShareFile?”

 This post is not your traditional feature vs. feature type of comparison (although we will get that out of the way, too). Rather, the goal here is to provide an insight into the philosophy behind each product.

ShareFile

Comparing TaxDome and ShareFile features

Features

Comparing TaxDome and <span>ShareFile</span> features
Comparing TaxDome and <span>ShareFile</span> features

Created for tax & accounting industry

 
 

Client portal

 
 

Mobile app

 
 

Unlimited e-signatures and KBA

 
 

Workflow automation

 
 

One time and recurring invoices & payments

 
 

Virtual drive

 
 

CRM

 
 

Unlimited document storage

 
 

Customizable organizers

 
 

Custom branding & URL

 
 

Website builder

 
 

Calendar view

 
 

Document pre-fill

 
 

Recurring invoices

 
 

QBO sync

 
 

Email sync

 
 

Bulk mail

 
 
Dane Janas,

I was struggling to find a one-stop solution that allowed all parts of my tax preparation process to happen within one software. SmartValut and ShareFile are simple file-sharing and client portal programs that don't offer digital organizers or billing, and TaxDome allows that to happen.

Enrolled agent from Boundless Tax

Kimberliann Chambers,

There were three factors that swayed me to TaxDome: cost, document locking to a bill and invoicing from the portal. Cost was a factor in the decision to leave ShareFile.

Tax adviser from DAC

Company positioning: the philosophy behind TaxDome and ShareFile

ShareFile is a “secure file sharing and transfer service for business.” It does one thing and does it reasonably well – exchanging files between you and your clients.

 If you plan to use it in your practice, there is only one problem – running a tax or accounting practice takes a lot more than just sending files back and forth. And that is where ShareFile comes in, well, not just short – it doesn’t really come in at all. ShareFile simply doesn’t do the other 90%. For that, you will need a number of other tools to run the practice – a workflow system, client portal, website, billing and payments, secure messaging, shared inbox, mass mail, and so on. All these things are not optional – you have to perform these functions. The only question is whether you’ll be using one tool or 20.

 Think of ShareFile as a flat screwdriver, really good at that one thing it does.

 TaxDome was built from the ground up to be the one system you use to run your practice. It includes all these features in one package, with information seamlessly integrated across all business functions. TaxDome is a smart screwdriver set, capable of doing everything you need.

 The best part – TaxDome actually costs less than ShareFile, while delivering tons more value for tax professionals.

 

   

Why TaxDome

TaxDome vs ShareFile reviews

ShareFile has 1.500+ reviews on G2 and GetApp with an average score of 4.5/5.

 TaxDome has over 5.200+ reviews on Capterra, G2 and GetApp with an average score of 4.8/5.

5,200<span>+</span>

5,200+

1,500<span>+</span>

1,500+

TaxDome vs ShareFile pricing

$700

per year, per user

for a 3-year subscription plan

TaxDome offers one pricing plan for $58 per month per user (*with a 3-year subscription plan) with unlimited storage, clients, e-signatures, and free training.

 
TaxDome Price

$1,464

per year, per user

ShareFile has a number of price plans.
The Premium plan whose features are closest (but still not that close) matched to TaxDome costs $1,464 per year.

   
price Sharefile

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